Shoaib Syed, CPCA*
||778 Ranchview Circle N.W.
||English, Hindi, Urdu
Successfully completed the designation of Certified Senior Advisor (CSA) from Canadian Academy of Senior Advisors on March 21, 2006.
|Preparing for an appointment|
|The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:|
- Salary or income, investments and insurance amounts
- Pension and registered savings information
- Assets and debts
- Financial information for any business you own
I can help you
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be.
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.